Course ID: DSPBIF

Data Storytelling & Power BI for Finance – Communicating Actionable Insights

This session positions the finance function as a strategic enabler of business and shareholder value by aligning cost insight, forecasting, critical thinking and data storytelling through use of tools such as Power BI. Every organization is different. All our programs are bespoke and tailored to sector, regulatory environment and strategic priorities. We focus on practical application, real-world scenarios and measurable impact ensuring learning translates directly into improved performance. All programs can be delivered:

• Face-to-face
• Live virtual (interactive)
• Blended learning
• Recorded modules
• Multi-year structured programs
• Train-the-trainer format

We are widely known and respected for tailoring and bespoke program design.

This course can be tailored to grant 3.0 – 7.0 CPE credits.


Learning Objectives

Upon completion of this course participants will be able to:

  • Determine and develop dashboards that effectively communicate actionable insights
  • Apply visual storytelling principles to present financial data in a clear, meaningful and decision-orientated manner
  • Analyze financial information and translate findings into strategic recommendations

Major Topics
  • Principles of effective dashboard design
  • Communicating actionable insight through data visualization
  • Using Power BI to support financial analysis and reporting
  • Visual storytelling techniques for finance professionals
  • Presenting financial and operational data clearly and effectively
  • Critical thinking in financial analysis and decision support
  • Translating analysis into strategic business recommendations
  • Enhancing finance communication and stakeholder engagement

Advanced Preparations

None


Who Should Attend

Finance professionals responsible for reporting, analysis and business insight.


Fields of Study
Information Technology

Prerequisites

Intermediate level of experience in finance. This can also be adapted to a basic or advanced level.


Provider
Business Learning Institute

CPE Credits
7.0

Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: or team@blionline.org
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